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United States
Joined April 2015
Photo by robjames (@RobJames_)Photo by robjames (@RobJames_)Photo by robjames (@RobJames_)Photo by robjames (@RobJames_)Photo by robjames (@RobJames_)Photo by robjames (@RobJames_)Photo by robjames (@RobJames_)Photo by robjames (@RobJames_)Photo by robjames (@RobJames_)Photo by robjames (@RobJames_)
It's been a busy few months at $AGRI, and I'm incredibly proud of the progress we've made. A lot of work has gone into getting the company to where it is today, much of it behind the scenes. For those who've been following along, I hope the progress is starting to speak for itself. We're building on a much stronger foundation, and there's still plenty of work ahead. Lots more to come, and I'm genuinely excited about where we're taking this business!!
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JUST IN: Anthropic plans to IPO before thanksgiving at $1.5 trillion valuation, FT reports.
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GM $BTC at a critical spot
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HASSETT: PLENTY OF ROOM FOR DATA CENTER GROWTH TO CONTINUE -CNBC
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TRUMP: VERY CLOSE TO SETTLING RUSSIA UKRAINE WAR
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robjames retweeted
At this rate mere mortals will be able to afford a new PC again without taking out a mortgage
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谢谢您,国会女议员。中国支持您。
Top of the Democratic agenda on day 1 needs to be a pause on advanced AI development, regulation of this out of control industry, and a ban on artificial superintelligence.
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robjames retweeted
Replying to @macropaperr
Wow
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robjames retweeted
Many laugh at Trump but he's not stupid. Everything he does is calculated. He knew this would happen. I think he's going to use this as excuse to separate US from Israel or make it seem like he is Then make Americans happy with free money and say he liberated US from Zionist occupation. Maybe even throw in Israel was black mailing them. He's upto something imo
One of the things the data analysts on our side obsessed over was "composition"—whether the electorate looked close enough to 2024 for Republicans to win. And despite polls that showed a Democrat blowout, the data kept on telling us the same story: in some states turnout was merely OK, in other states it was downright amazing, and in no state was it catastrophic. There was a genuine sense of optimism on our team: our people were showing up. So, I asked the smartest data guy I know, does that mean we're going to shock the world? "No," he told me. "We might do better than the polls suggest. But the data is telling us that a lot of Trump/Vance 2024 voters are pissed and planning to vote for the other guys. Our voters are turning out, but they may not vote for us." Well, that looks prophetic now. Our voters did show up. In Florida, for example, the electorate was 9 points more Republican than Democrat, just a couple points worse than 2024. Undoubtedly there were places we could have done better on turnout. But the main problem is not turnout. The main problem is that many people who voted for Trump/Vance in 2024 voted for Democrats in 2026. There will be a lot of infighting and arguing over what happened and why that is. One of the pollsters I really respect told me that our economic messaging wasn’t sharp enough down the stretch. I’m sure that’s true. But the real reason we lost is obvious to almost everyone. Another pollster—one of the smartest people I know in politics, told me yesterday we’d lose the generic ballot by 13 points. I felt negative going into Tuesday, but even I was shocked by this. In his polling, he saw that a lot of Trump 2024 voters were angry and planning to vote for Democrats. He asked those voters who had abandoned us what would cause them to come back on our team. The top four answers, accounting for nearly all of the responses were: 1) End the war 2) Focus on cost of living/inflation 3) Put America First 4) Change our relationship to Israel Our voters showed up. And the above four reasons are why many of them voted for Democrats. This is according to a pollster who nailed the results. While many spent Monday attacking Rachel Campos Duffy for calling for a diplomatic resolution to the conflict, it turns out her political advice was sound. (She’s also a great person.) In the next few months, there's going to be a lot of gaslighting. Expect to hear any number of establishment politicians say the solution to our woes is amnesty. I'm open to the idea that we should change enforcement—by focusing more on businesses that hire illegal labor, for instance. But anyone pushing amnesty is lying to you. The reason we lost is the war. The president himself said so last night. If you'd like to argue it was worth it, that losing the Senate for the next 6 years was worth it, then do so. Argue it was a worthwhile cost to pay. Agree or disagree, that's at least honest. But everyone knows why we lost. And any honest conversation about where we go from here must start there. I remain hopeful about our country. To the people who are pissed off and want to say, “I told you so”: you’re right, you did tell us so. Take that energy into electing Republicans who share your worldview. To the people who are just pissed at the results, you should be. Let’s take that anger and get back to the work of saving our country.
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robjames retweeted
From inflation to deflation in 24 hours
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The 3% rally in gold is saying: "If the left is back in charge - the DEBASEMENT TRADE IS BACK ON." I like the steep spike to a new low for the move, followed by this quick recovery of $4K. We'll know more on Friday #GOLD $YSAU
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robjames retweeted
Is all this public speculation of war intensifying in the Middle East && all the recent headlines of stockpiling supplies... Just a bait n switch tactic to force a peace deal? So Donald can claim the US won and he ended a horrible thing in an effort to paint himself as a good guy, for a terrible decision he himself got the country into?
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robjames retweeted
might as well just restart the iran war tonight at this point fuck it get it all over with
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HASSETT: TRUMP BELIEVES RATES CAN BE LOWER
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Good
THE CEASEFIRE HAS COMMENCED The ceasefire between Ukraine and Russia took effect at 4:00am Moscow time on October 27, 2026.    Timing was accelerated two days ahead of schedule to protect the safety of civilians and to facilitate the delivery of critical humanitarian aid. The ceasefire’s geographic area has expanded beyond Oleshky, within the Kherson Region, to provide safe passage for the humanitarian convoys.       General Valery Gerasimov, Joint Chief of the General Staff of the Russian Armed Forces has confirmed.
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BREAKING: A San Francisco startup says it turned mercury into gold using fusion. It worked. Real, stable gold. It's also about 290 picograms, it's radioactive, and it needs up to 17 years in storage before anyone can sell it.
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SpaceX Earnings Q3 2026 $SPCX EPS $0.35, est. $0.15 Revenue $14.58B, est. $12.87B, +161% Y/Y Net Income $4.40B, est. $1.88B Adjusted EBITDA $8.81B, est. $6.59B Operating Income $2.79B, est. $2.24B AI Revenue $7.56B, est. $6.3B Connectivity Revenue $5.25B, est. $4.86B Space Revenue $1.77B, est. $1.43B Capex $19.59B, est. $19.6B AI Capex $16.44B, est. $16.9B Total Costs & Expenses $11.78B, est. $11.23B
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$SPCX - Beat on everything Revenue: $14.58B vs. $12.87B est. (+13.3%) Adjusted EBITDA: $8.81B vs. $6.59B est. (+33.7%) Operating income: $2.79B vs. $2.24B est. (+24.6%) Space revenue: $1.77B vs. $1.43B est. (+23.8%) Connectivity revenue: $5.25B vs. $4.86B est. (+8.0%) CapEx: $19.59B vs. $19.6B est. (in line) Total costs & expenses: $11.78B vs. $11.23B est. (4.9% higher than expected)
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*SPACEX 3Q ADJ. EBITDA $8.81B, EST. $6.59B *SPACEX 3Q NET INCOME $4.40B, EST. $1.88B
*SPACEX 3Q REV. $14.58B, EST. $12.87B *SPACEX 3Q CAPEX $19.59B, EST. $19.6B
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*SPACEX 3Q REV. $14.58B, EST. $12.87B *SPACEX 3Q CAPEX $19.59B, EST. $19.6B
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